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Nichiha (7943) · RiskWorsenedLatest Type of presentation (2026-05-28): "Materialised"

Profit pressure from intensifying competition and lower selling prices

First written in FY2016. 5 of 9 entries say "Restated". Latest entry: 2026-05-28.

9entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY20242016: 120162017: 120172018: 120182019: 120192020: 020202021: 120212022: 020222023: 120232024: 120242025: 120252026: 12026
Same theme, other companies
Risk of Weaker Sales and Profitability Due to Declining Housing Starts and Intensifying CompetitionA theme 5 companies write about · 5 as a headwind · 0 as a tailwind

Nichiha moved to the "Worse" side of this theme in 2025.

0 other companies' latest entry also says "Materialised".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. 2026-05-28MaterialisedType of presentation

    「住宅(汎用品) 69.0 46.2 △4.2 △9.4 △5.2」

    米国住宅市場向け汎用品は売上高が69.0百万USドルから46.2百万USドルへ減少し、営業損失が4.2百万USドルから9.4百万USドルへ拡大した。
  2. FY2026-H1WorsenedAnnual report

    「However, since 2023, intensifying competition due to sluggish growth in housing starts has forced the company to lower selling prices. In addition, factory utilization rates and defect rates failed to improve, resulting in a substantial deterioration in performance.」

    The company stated that, in its general-purpose siding business for the U.S. housing market, intensifying competition due to sluggish housing starts led to lower selling prices and a deterioration in performance.
  3. FY2024RestatedAnnual report

    「Selling prices have been on an upward trend in recent years as price increase announcements have followed one another across the industry. However, depending on demand trends and other factors, there is a risk that price competition will intensify again going forward.」

    Selling prices were described as being on an upward trend due to price revisions, while the company continued to disclose the risk of renewed intensification of price competition depending on demand trends and other factors, as well as the potential impact if price revisions do not proceed as planned.
  4. FY2023Price increases expected to lift selling prices for now, but renewed intensification of competition disclosed as a riskAnnual report

    「Selling prices are expected to rise for the time being, as price increase announcements have followed one another across the industry during the current fiscal year. However, depending on demand trends and other factors, there is a risk that price competition will intensify again going forward.」

    Selling prices are expected to rise for the time being due to industry-wide price increases, while the company indicated that price competition could intensify again depending on demand.
  5. FY2021RestatedAnnual report

    「Some price competition among companies is already occurring in selling prices, and there is a risk of further exposure to price competition going forward.」

    The company continues to disclose profit pressure from competition among companies and lower selling prices. It also continues to state its policy of responding through the development of high-value-added products and cost reductions.
  6. FY2019RestatedAnnual report

    「Selling prices may continue to face price competition among companies in some areas, creating a risk of exposure to price competition.」

    The company continues to disclose the possibility that competition among companies and lower selling prices may affect profits.
  7. FY2018RestatedAnnual report

    「Selling prices may continue to face price competition among companies in some areas, creating a risk of exposure to price competition.」

    The company continues to disclose the possibility that competition among companies and lower selling prices may affect profits.
  8. FY2017RestatedAnnual report

    「Selling prices may continue to face price competition among companies in some areas, creating a risk of exposure to price competition.」

    The company continues to disclose competition among companies and lower selling prices as ongoing risks putting pressure on profits.
  9. FY2016First statedAnnual report

    「Selling prices may continue to face price competition among companies in some areas, creating a risk of exposure to price competition. Such competitive conditions put pressure on the Group's profits, and this pressure becomes more pronounced when the market is sluggish.」

    The company also states that it intends to respond through pricing leadership based on product strength, a shift toward high-value-added products, volume expansion and cost reductions.
Moved together

"Contraction of the detached-housing market due to the declining birthrate, population aging and population decline" moved the same way as this thread, in the same document, in 2 of its 9 moves.

222★123
  1. ★This thread
  2. 1Contraction of the detached-housing market due to the declining birthrate, population aging and population decline2×
  3. 2Policy of positioning overseas operations as the next growth engine2×
  4. 3Risks from overseas expansion, including regulations, political and economic factors, and start-up investment2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
Nichiha's next results are scheduled for 2026-11-10. Read the earnings preview It last moved in the Type of presentation of 2026-05-28: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Profit pressure from intensifying competition and lower selling prices | NICHIHA CORPORATION (7943) | Komori